Hummingbird Resources - 500 Beiträge pro Seite

[silver74]

Würde mich freuen, wenn es zu diesem Wert bereits einige Investoren gibt, die einige Infos herein stellen können.
Auf eine friedliche Unterhaltung.

Danke.

[silver74]

Major Shareholders

Shareholder* %
Goldfields 19.88%
Sprott Asset Management 7.83%
Mr. Mark Hillery 5.67%
Odey Asset Management 5.37%
Capital Research Global Investor 4.79%
Corona Gold Corporation 4.53%
Simply Stockbroking 4.38%
RBC Capital Markets 3.66%
International Finance Corporation 3.02%
Directors Holdings: Daniel Edward Betts 4.33%.

*Updated on 8 October 2015

[silver74]

Auch sehr Informativ.

http://www.beaufortsecurities.com/img/pdfs/research/special-…

[H2OAllergiker]

Frag mal Boersiback

[German2]

ich bin dabei... Capex für die mine in mali schein sehr nierdig.. Finanzierung sollte klappen.... als 2. Asset hat man die Ressource in liberia... interessanter Wert allemal

[adama2000]

Finanzierung der ersten Mine gesichert - 120000 Unzen Produktion ab 2017
scheint mir ein geeigneter Übernahmekantitat vor Produktionsbeginn zu sein, ähnlich True Gold

Bin einmal dabei, auch wenn 200 Millionen neue Aktien kein Pappenstiel sind. Dafür gibt es halt genug Cash. Zum Glück haben die keine Warrants ausgegeben.

2 June 2016

Hummingbird Resources plc ("Hummingbird Resources" or the "Company")

Placing and Subscription to raise approximately £45.8 million
and
Notice of General Meeting

Hummingbird Resources plc (AIM: HUM), the West African gold company, is pleased to announce it has raised approximately £45.8 million (approximately US$67 million), for the construction at the Yanfolila Gold Project in Mali ("Yanfolila" or the "Project"').

Highlights

· Raised an aggregate c.£45.8 million (c.US$67 million) through the placing of 103,698,254 shares at 22 pence per share ("Placing") and the subscription for approximately 104,694,697 shares (subject to adjustment as described in footnote 1 below) at 22 pence per share ("Subscription"), subject to shareholder approval

· Funds will be used to complete detailed engineering, order long lead items and to commence construction of the Yanfolila Gold Mine

· As announced previously, the Definitive Feasibility Study and Optimised Mine Plan show the Yanfolila Gold Project to offer:

o 132,000oz gold in first full year's production with LoM average production of 107,000oz pa

o IRR of 60% and an NPV of US$162 million at US$1,250 gold price

o AISC of US$695/oz - which is expected to be in the lowest quartile of African producers

o Significant upside from over 1Moz of gold inventory outside of the current mine plan within the mining permit

o High-grade potential identified at the Gonka deposit, 5km from the Yanfolila plant

o Total Project Capex of c. US$80 million

· Balance of financing anticipated to come from an appropriate debt facility for which the Company has received a number of expressions of interest

· Overallotment option to raise up to an additional £6.9 million (c.US$10 million) through the issue of up to 31,260,000 shares at 22 pence per share, subject to shareholder approval

· Issue of the shares under the Placing (the "Placing Shares") and Subscription (the "Subscription Shares") is conditional, inter alia, on approval from shareholders at a General Meeting to be held on 20 June 2016

Shareholders following Admission

Following completion of the Placing and Subscription and excluding any shares to be issued under the Overallotment Option, the Company expects the following shareholders to hold notifiable interests in the Company:
Shareholder

Number of Shares held following Admission

Shareholding as a proportion of the enlarged issued share capital (excluding shares issued under the Overallotment Option)1

Sapinda Asia Limited
45,659,3831
14.5%

The Capital Group Companies, Inc
31,533,000
10.0%

Lindine Inc.
31,103,425
9.9%

Gold Fields Ltd.
21,258,503
6.7%

Odey Asset Management
19,952,288
6.3%

Pala Investments
15,551,713
4.9%

Sloane Robinson
12,441,370
3.9%

[German2]

Antwort auf Beitrag Nr.: 52.319.179 von German2 am 01.05.16 11:25:31

ich bleibe dabei..die Verwässerung ist zwar hoch...allerdings ist die Marktkapitalisierung selbst mit 300 Mio austehenden Aktien extrem niedrig (<100 Mio USD).

Der Vorteil ist.. man wird die produktion mit minimaler verschuldung aufnehmen können ..Es wird ein Free-Cashflow von 70 mio USD in jahr 1 erwartet... somit waere die momentane Bewertung ein Witz....

nicht zu vergessen das dieses Projekt noch weiteres Explorationspotential bietet ... Dazu besitzt man ein noch grösseres Projekt mit 4 Mio Unzen in Liberia..insgesamt sitzt man auf 6 Mio unzen Gold....

..Hummingbird stellt für mich einen billigen Übernahmekandidaten dar..100-200% Aufwaertspotential...

[German2]

ich habe gestern in London nochmal zugekauft... man hat nun das benötigte kapital zum Aufbau der Mine zusammen... ca 70 Mio USD ... die gesamte Firma ist mit 100 MIO USD bewertet ...

da man zu Produktionsbeginn nahezu schuldenfrei sein wird benötigt man den Cashflow von 70 Mio USD pro Jahr nicht zur Tilgung von Krediten... das zu erwartende KGV ist also lächerlich...

da man auf 6,4 Mio unzen Gold sitzt sollte Hummingbird ein erstzunehmender Übernahmekandidat sein... die Marktkapitalisierung bewegt sich nahe Cashbestand + 1 Jahr Cashflow aus Produktion...

Viel Glück!


Highlights

· Raised an aggregate c.£45.8 million (c.US$67 million) through the placing of 103,698,254 shares at 22 pence per share ("Placing") and the subscription for approximately 104,694,697 shares (subject to adjustment as described in footnote 1 below) at 22 pence per share ("Subscription"), subject to shareholder approval

· Funds will be used to complete detailed engineering, order long lead items and to commence construction of the Yanfolila Gold Mine

· As announced previously, the Definitive Feasibility Study and Optimised Mine Plan show the Yanfolila Gold Project to offer:

o 132,000oz gold in first full year's production with LoM average production of 107,000oz pa

o IRR of 60% and an NPV of US$162 million at US$1,250 gold price

o AISC of US$695/oz - which is expected to be in the lowest quartile of African producers

o Significant upside from over 1Moz of gold inventory outside of the current mine plan within the mining permit

o High-grade potential identified at the Gonka deposit, 5km from the Yanfolila plant

o Total Project Capex of c. US$80 million

· Balance of financing anticipated to come from an appropriate debt facility for which the Company has received a number of expressions of interest

· Overallotment option to raise up to an additional £6.9 million (c.US$10 million) through the issue of up to 31,260,000 shares at 22 pence per share, subject to shareholder approval

· Issue of the shares under the Placing (the "Placing Shares") and Subscription (the "Subscription Shares") is conditional, inter alia, on approval from shareholders at a General Meeting to be held on 20 June 2016



Dan Betts, Managing Director of Hummingbird Resources, said:

"We are now in a position to commence full-scale construction in order to bring Yanfolila, one of the highest margin undeveloped gold projects in Africa, to production. This equity placement enables Hummingbird to move immediately into detailed engineering with a clear timeline to production. The Company will now have a strong balance sheet and is positioned to negotiate the best possible debt terms for our shareholders.



"The Company will now make a number of key hires to strengthen the team. We look forward to making further announcements as we start delivering significant milestones at Yanfolila. Yanfolila will produce over US$70m of free cash flow in its first full year of steady state production."

[German2]

ich habe gestern in London nochmal zugekauft... man hat nun das benötigte kapital zum Aufbau der Mine zusammen... ca 70 Mio USD ... die gesamte Firma ist mit 100 MIO USD bewertet ...

da man zu Produktionsbeginn nahezu schuldenfrei sein wird benötigt man den Cashflow von 70 Mio USD pro Jahr nicht zur Tilgung von Krediten... das zu erwartende KGV ist also lächerlich...

da man auf 6,4 Mio unzen Gold sitzt sollte Hummingbird ein erstzunehmender Übernahmekandidat sein... die Marktkapitalisierung bewegt sich nahe Cashbestand + 1 Jahr Cashflow aus Produktion...

Viel Glück!


Highlights

· Raised an aggregate c.£45.8 million (c.US$67 million) through the placing of 103,698,254 shares at 22 pence per share ("Placing") and the subscription for approximately 104,694,697 shares (subject to adjustment as described in footnote 1 below) at 22 pence per share ("Subscription"), subject to shareholder approval

· Funds will be used to complete detailed engineering, order long lead items and to commence construction of the Yanfolila Gold Mine

· As announced previously, the Definitive Feasibility Study and Optimised Mine Plan show the Yanfolila Gold Project to offer:

o 132,000oz gold in first full year's production with LoM average production of 107,000oz pa

o IRR of 60% and an NPV of US$162 million at US$1,250 gold price

o AISC of US$695/oz - which is expected to be in the lowest quartile of African producers

o Significant upside from over 1Moz of gold inventory outside of the current mine plan within the mining permit

o High-grade potential identified at the Gonka deposit, 5km from the Yanfolila plant

o Total Project Capex of c. US$80 million

· Balance of financing anticipated to come from an appropriate debt facility for which the Company has received a number of expressions of interest

· Overallotment option to raise up to an additional £6.9 million (c.US$10 million) through the issue of up to 31,260,000 shares at 22 pence per share, subject to shareholder approval

· Issue of the shares under the Placing (the "Placing Shares") and Subscription (the "Subscription Shares") is conditional, inter alia, on approval from shareholders at a General Meeting to be held on 20 June 2016



Dan Betts, Managing Director of Hummingbird Resources, said:

"We are now in a position to commence full-scale construction in order to bring Yanfolila, one of the highest margin undeveloped gold projects in Africa, to production. This equity placement enables Hummingbird to move immediately into detailed engineering with a clear timeline to production. The Company will now have a strong balance sheet and is positioned to negotiate the best possible debt terms for our shareholders.



"The Company will now make a number of key hires to strengthen the team. We look forward to making further announcements as we start delivering significant milestones at Yanfolila. Yanfolila will produce over US$70m of free cash flow in its first full year of steady state production."

[adama2000]

mit etwas Geduld könnte hier viel Potential vorhanden sein

Hummingbird's Yanfolila study underscores potential
15:08 21 Jun 2016
Added to an over-allotment option in respect of 16.8mln shares, the amount raised in total was £49.5mln (US$70mln).
http://www.proactiveinvestors.co.uk/companies/news/121493/hu…
The processing plant will have a throughput capacity of 1.24mln tonnes a year, producing up to 121,000 ounces of the yellow metal each year...

Hummingbird Resources Ltd’s (LON:HUM) Yanfolila project in Mali remains one of the best projects among the UK-listed junior sector, according to RFC Ambrian.

Shareholders have approved a placing and subscription to raise funds for the construction of Yanfolila.

Added to an over-allotment option in respect of 16.8mln shares, the amount raised in total was £49.5mln (US$70mln).

Bringing the mine on stream will cost US$88mln, estimates the house broker, comprising US$79mln of capex and US$9mln of working capital.

Add in US$15mln required to repay the Taurus bridge loan and the total funding requirement is in the region of US$110m, the balance of which Ambrian expects to be secured as debt finance.

"We understand that the company is in discussions with a number of debt providers and expects that the debt requirement, post the exercise of the over-allotment option, is now around US$39m."

RFC Ambrian estimates mine construction will take around 12 months and sees first production before the end of 2017.

An “attractive 60% IRR” combined with “calculated capital intensity of US$103/oz of gold recovered" is among the lowest in the West African peer group, it adds.

“Operationally, we see value upsides as including the establishment of JORC-compliant resources/ reserves for near-mine satellites, specifically the high-grade Gonka deposit, and their inclusion in the mining inventory,” the note added.

In a definitive study in February, total resources at Yanfolila were defined at 1.8mln ounces of gold with an additional 390,700 ounces of exploration potential.

The plan is to mine five open pits in succession, starting with Komana East and Komana West and then progressing to Guirin West, Sanioumale East and Sanioumale West.

The high grade Gonka resource is in addition to this and would be worked initially as an open pit, then underground.

The processing plant will have a throughput capacityhttp://images.intellitxt.com/ast/adTypes/icon1.pngof" target="_blank" rel="nofollow ugc noopener">http://images.intellitxt.com/ast/adTypes/icon1.pngof 1.24 mln tonnes a year, producing up to 121,000oz of the yellow metal each year.

RFC Ambrian has a target price on the shares of 38p and ‘buy’ recommendation,,

Shares were little changed at 22p.
DFS upgrade

Hummingbird Resources’s update in February improved upon the DFS (definitive feasibility study) numbers published in January for Yanfolila.

Upgraded designs for the open pit mine and new metallurgy and technical data added 7% or 44,000 ounces of gold to reserves to take the total to 709,800oz.

Net present value rises to US$109mln from US$88mln based on a gold price of US$1,100.

Using the current gold price of around US$1,250 per ounce, the NPV jumps 84% to US$162mln.

The design changes also lowered the cost of production to US$686 per ounce, a US$34 cut.

Dan Betts, chief executive, said: "An AISC of under US$700/oz and a 42% IRR [internal rate of return] at a US$1,100 gold price clearly marks Yanfolila as one of the highest margin, undeveloped gold projects in Africa.

In the DFS total resources were 1.8 mln ounces of gold with an additional 390,700 ounces of exploration potential.
What about Dugbe

Hummingbird is not just about Yanfolila though.

It also has the 4.2mln ounce Dugbe gold development project in Liberia, providing further upside for mine development and greater production.

Dugbe was given a boost late last year after it emerged a new water-generated power plant in south-east Liberia 10km from the site was being mulled as it could provide a sustainablehttp://images.intellitxt.com/ast/adTypes/icon1.png and low-cost source of power for the mine.

At Dugbe, the miner is currently optimising the DFS. The firm also has 5,000 sq km of further exploration ground in Mali and Liberia.

But for now attention is on Yanfolila, where the target is for a first gold pour in 2017.

Fund manager Taurus has agreed to put up the money and is still carrying out due diligence in advance of the full debt draw down.

Next steps at the mine face will be to incorporate pit design for Gurien West and Sanioumale East and West, and their subsequent inclusion into the reserve category. Gonka remains a further source of upside.

[adama2000]

Hummingbird Resources plc ("Hummingbird" or the "Company")

Doubles Exploration Exposure in Mali through MoU with Kola Gold Limited

Hummingbird Resources plc (AIM: HUM), the West African gold company, is pleased to announce it has entered into a Memorandum of Understanding ("MoU") with Kola Gold Limited ("Kola") with a view to amalgamating certain of its non-core gold exploration permits in Mali together with a number of Kola's permits in Mali and Senegal and is in the process of creating a new company called Cora Gold Inc. ("Cora Gold") to hold these permits.

To view the press release with illustrative maps, please click on the following link

http://www.rns-pdf.londonstockexchange.com/rns/5437C_-2016-6…" target="_blank" rel="nofollow ugc noopener">http://www.rns-pdf.londonstockexchange.com/rns/5437C_-2016-6…


Overview

· Establishing a portfolio of over 10 highly prospective gold exploration properties with Kola totalling in excess of 1,600km2 located in two significant gold areas, the Kenieba Window in Mali and Senegal and the Yanfolila Gold Belt in Mali

· Objective to expedite development and provide value upside from non-core exploration assets through a 43% interest in Cora Gold without diverting cash resources from flagship assets, being:

o 2.2Moz Yanfolila Gold Project in Mali, where construction is commencing shortly;
o 4.2Moz Dugbe Gold Project in Liberia
· Amalgamation conditional on Cora Gold raising at least US$4 million from third parties, due diligence and final documentation by 30 September 2016

· Buy-back and royalty rights over the four permits closest to Yanfolila Gold Project which could add significant upside to Hummingbird's +100,000 oz per year production commencing in 2017 together with the +1Moz outside of the current mine plan

[adama2000]

6 July 2016 Hummingbird Resources plc ("Hummingbird" or the "Company")

Appoints SENET & Project Manager for Yanfolila Gold Mine Construction

Hummingbird Resources plc (AIM: HUM), the West African gold company, is pleased to announce it has awarded the Engineering, Procurement and Construction Management ("EPCM") contract for its Yanfolila Gold Project in Mali ("Yanfolila") to SENET (Pty) Ltd, a leading South African project management and engineering company. SENET will carry out detailed engineering and manage the mine construction at the 1.24 Mtpa gold project, for which the Company recently closed a US$71 million fundraise, ahead of anticipated production by the end of 2017.



Overview

· SENET appointed as EPCM engineer to build the Yanfolila plant and associated infrastructure

· SENET has commenced detailed engineering as of 1 July 2016

· Procurement has commenced on long lead items;

o Ball Mill

o Tower Crane

o CIL tanks

· Mr. Wayne Galea appointed as Yanfolila Project Manager to work with Shaun Bunn, Technical Director

o Wayne has 31 years' experience in design, construction, commissioning and operating mines

o Process engineer who has spent most of his career with both EPCM engineering companies and client companies delivering projects with significant recent African experience

· Appointment follows successful fundraise of US$71 million to commence full scale construction of Yanfolila, which offers:

o 132,000oz gold in first full year of production with LoM average production of 107,000oz pa

o IRR of 60% and an NPV of US$162 million at US$1,250 gold price (IRR of 72% at US$1,350 gold price)

o Over US$70m of free cash flow in first year full production at US$1,250 gold price (US$85m free cash flow at US$1,350 gold price)

o AISC of US$695/oz - which is expected to be in the lowest quartile of African producers

o Significant upside from over 1Moz of gold inventory outside of the current mine plan within the mining permit

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=H…